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3,099 hedge funds and large institutions have $115B invested in Verizon in 2025 Q4 according to their latest regulatory filings, with 339 funds opening new positions, 1,120 increasing their positions, 1,436 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 339 | Existing positions closed: 206

2% more funds holding

Funds holding: 3,0353,099 (+64)

1.21% more ownership

Funds ownership: 65.54%66.75% (+1.2%)

4% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.85B

5% less capital invested

Capital invested by funds: $121B → $115B (-$6.67B)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

22% less repeat investments, than reductions

Existing positions increased: 1,120 | Existing positions reduced: 1,436

Holders
3,099
Holders Change
+64
Holders Change %
+2.11%
% of All Funds
37.71%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
339
Increased
1,120
Reduced
1,436
Closed
206
Calls
$1.77B
Puts
$1.85B
Net Calls
-$76.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
2376
Blue Capital Inc
Nebraska
$310K +$34.3K +845 +13%
YLHM
2377
Yelin Lapidot Holdings Management
Israel
$308K -$54.2K -1,337 -15%
BWM
2378
BAM Wealth Management
Colorado
$308K +$56.3K +1,389 +23%
MLL
2379
Moody Lynn & Lieberson
Massachusetts
$307K -$6.04K -149 -2%
SWP
2380
Summit Wealth Partners
Florida
$307K -$4.58K -113 -1%
ABLA
2381
Alan B. Lancz & Associates
Ohio
$307K -$4.06K -100 -1%
IWA
2382
Icon Wealth Advisors
Texas
$307K -$935K -23,047 -75%
APWA
2383
Atlas Private Wealth Advisors
New Jersey
$307K -$86K -2,119 -22%
SM
2384
Salzhauer Michael
$307K
FPW
2385
Flywheel Private Wealth
California
$306K
ZWA
2386
Zinnia Wealth Advisory
Florida
$306K +$305K +7,515 New
JCM
2387
Jacobsen Capital Management
Utah
$306K -$39.9K -983 -12%
RC
2388
Rexford Capital
Texas
$305K +$15K +370 +5%
WBCM
2389
Wilson & Boucher Capital Management
California
$305K -$40.6K -1,000 -12%
BWP
2390
Baldwin Wealth Partners
Massachusetts
$304K
WF
2391
WealthPoint Financial
North Carolina
$304K +$303K +7,468 New
OWA
2392
One Wealth Advisors
California
$303K +$112K +2,756 +59%
PWM
2393
Partnership Wealth Management
Maryland
$303K
WF
2394
WoodTrust Financial
Wisconsin
$303K +$37.8K +933 +14%
IA
2395
IFG Advisors
Missouri
$303K
ICP
2396
Impact Capital Partners
Colorado
$302K +$36.8K +907 +14%
CGA
2397
Crescent Grove Advisors
Illinois
$302K -$1.98M -48,715 -87%
KFS
2398
Kelly Financial Services
Massachusetts
$301K -$2.03K -50 -0.7%
IA
2399
Intellus Advisors
Florida
$301K
LF
2400
LifeSteps Financial
California
$301K -$2.39K -59 -0.8%